UK Investor Magazine

We were thrilled to welcome Sapan Ghai, Chief Commercial Officer of Sovereign Metals, to the Podcast. Sapan joined us earlier in the year to introduce Sovereign Metals, since then the company has released a raft of significant news that has been transformational for the company.We start by discussing Sovereign’s key developments including the recent mineral resource estimate that confirmed Sovereign’s Kasiya resource in Malawi is the largest Titanium Rutile deposit in the world with some 1.8 billion tonnes.Sovereign Metal’s graphite resource shouldn’t be under estimated and we talk about applications for graphite flake and the importance of in the electric vehicle revolution. We finish with looking forward to what the rest of 2022, and beyond, holds for Sovereign Metals.For more information on Sovereign Metals, please watch their presentation at the UK Investor Magazine Metals & Mining Conference earlier this year. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast was thrilled to welcome members of the Hybridan team Niall Pearson, Head of Corporate Broking & Sales, and Derren Nathan, Head of Research.In this episode, we focus on Crossword Cybersecurity and Physiomics.Crossword Cybersecurity has a portfolio of five cyber security products and earns significant revenue from consulting activities. Niall outlines their product mix and how this provides synergies across the portfolio. Crossword has made acquisitions recently and question whether will growth be M&A driven, or will we see organic growth from the current portfolio?Physiomics is leading oncology consultancy using proprietary Virtual TumourTM technology to provide personalised oncology treatments. Their technology enables treatments suited to each individual by mapping tumour growth and adjusting treatments accordingly. Physiomics sees record contract revenue in the six months to June with significant contracts wins demonstrating the stability of their treatments. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine is joined by Alan Green for a rundown of key market themes and UK equities. We start by looking at Stagflation at the implications for the UK economy and markets. Stagflation is a period of rising inflation, economic contraction, and rising unemployment. The UK satisfies the first two of these, however, unemployment remains robust. We look at whether rising inflation will soon hit jobs activity and what it could mean for equities.We also discuss the relationship between the FTSE 100 and US indices and how this may develop if we see recession in the US.Burberry has posted a respectable set of results and is proving a possible choice for income investors. Margins have improved with sales as the luxury brand jumps back from COVID.Open Orphan’s valuation is worth attention. One could argue the current market cap doesn’t pay justice to their revenue growth and forecast profitability.We update on the latest from Tertiary Minerals and their portfolio of assets including a selection in Nevada and Nambia. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast for our weekly instalment of UK equities and the key market themes driving investor returns.In this period of equity volatility we question whether now is the time to be buying the dips, or selling the highs. This of course is a short-term trading strategy but can benefit longer-term investors with entry points.ITV has produced a sold set of results which saw all business units enjoy an increase in revenue with the ITV Studios business posting a 23% jump in revenue in Q1.Compass Group unveiled at £500m buy back sending shares 8% higher on Wednesday after it said the reopening of sporting venues and trends in catering outsourcing boosted sales. We look at their valuation and whether a lot of the good news is already priced.Vela Technologies is an investment company with a portfolio of listed and unlisted technology shares. Holdings include Mode and WeShop and is awaiting a number of liquidity events in their unlisted holdings that could provide a catalyst for a re-rating of the shares. Vela is currently trading at a deep discount to the NAV of their holdings. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast for a broad discussion around UK equities and key market themes.We look at FTSE 100 outperformance vs US peers and how commodities shares have supported London’s leading index during a period of sharp declines in US tech stocksAston Martin have soared on a positive update and we look the merits of AML shares trading just below 1,000p.Wetherspoons could offer opportunity during times of economic downturn and with shares way of 52-week highs and steady sales, the stock may be worth a look. Vast Resources has produced a remarkable gain over the past week and we breakdown the reason for the move, and if it has further to go.  Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast was delighted to welcome Alasdair Haynes, CEO of the AQUIS Exchange, for a broad conversation around providing growth capital for UK companies and improving outcomes for investors.The AQUIS Stock Exchange is setting about improving the listing experience for both companies and investors, while broadening the scope for high-quality UK growth companies to raise capital.Alasdair outlines how AQUIS is providing both private and institutional investors with the opportunity to invest in exciting growth companies that may have previously only been accessible to a small pool of private equity investors. We explore how AQUIS is making it easier for companies to list on their exchange, including heavily reduced costs compared to AIM, the removal of red tape and increasing liquidity.For further information on the AQUIS Exchange and the companies listed on the exchange, please visit their website here. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Alan Green to focus on Lloyds shares, GSK and two London IPOs.Lloyds released its quarterly trading update which alluded to a slowdown in profit from Q4 2021. We discuss their dividend and what it will take for the Lloyds share price to break through 50p and back up towards 70p. With Net Income dipping from Q4 2021, there is also consideration paid to the impact of actions at the Bank of England to Lloyds shares in 2022.Despite cutting their full year dividend by 35%, GlaxoSmithKline produced a bumper 32% increase in sales in Q1 2021. Given the strong revenue growth, high valuation and reduced dividend, we question whether GSK is now a value, growth or income stock.We also look at two upcoming London IPOs in Lift Global Ventures and SpectrumX.Lloyds (LON:LLOY), GlaxoSmithKline (LON:GSK) and Lift Global Ventures (LON:LFT). Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast was thrilled to welcome Stephen Crosher, CEO and Co-Founder of RheEnergise, for an exploration of hydro energy storage and RheEnergise’s innovative high-density solutions.According to Stephen, 95% of the world’s power storage is facilitated by Pumped Hydro Storage, compared to just 2.5% storage using batteries. RheEnergise is setting about the development of a low-cost and globally scalable solution which will provide power storage solutions in a far shorter time-frame than alternatives.We discuss the benefits and practicalities of hydro energy storage compared to batteries including how EVs will dominate lithium consumption, piling pressure on other forms of power storage. Stephen provides fascinating insights on the global clean energy market including European government policy and possible scenarios for meeting climate change targets.Find out more on the RheEnergise website and their crowdfunding page on Crowdcube. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to welcome Adam Davidson, the CEO of Trident Royalties, to the Podcast for a deep dive into rising metals prices and mining royalties. Trident Royalties is a London-listed mining royalties company with a portfolio consisting of over 20 royalties spanning a range of metals including gold, lithium and iron ore. Having raised £16 million at 20p through its listing on London’s AIM, Trident Royalties shares are now trading at a whisker under 50p. Adam describes in detail what a mining royalty is, and how mining royalties are driving value creation for Trident Royalties shareholders. There is particular attention paid to benefits of investing in a mining royalty company compared to a junior miner engaged in exploration and production operations.Indeed, Adam says investors could view mining royalty companies such as Trident Royalties as an option to fill the gap between junior explorers and the world’s largest diversified miners.For more information on Trident Royalties, please visit here website here, or view their latest presentation at the UK Investor Magazine Virtual Metals and Mining Conference. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome, Cadence Minerals CEO, Kiran Morzaria, to the podcast for a deep dive into Lithium, Electric Vehicles and Cadence Minerals.We drill down into the Lithium market and where Cadence Minerals sits on the global stage.Kiran provides deep insight into the global lithium market as we explore the upcoming supply deficit set to take hold from 2025. With prices Lithium soaring, we look at the longer term projections and the dynamics of Lithium spot prices.We analyse the current requirements of Electric Vehicle market and how companies like Cadence are working to meet these needs. Cadence has two Lithium projects Kiran presents in detail. We finish by touching on Cadence’s flagship Amapa Iron ore project and what investors can look forward to after Kiran’s recent trip to Brazil. Find out more about Cadence Minerals on their website and presentation at the UK Investor Magazine Metals and Mining Conference. Hosted on Acast. See acast.com/privacy for more information.